DE vs MS: Which Is the Better Buy?
Side-by-side comparison of Deere & Company and Morgan Stanley — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-04.
Deere & Company · Industrials
$578.39
+22.4% upside to fair value
Grade C
VS
Morgan Stanley · Financial Services
$189.30
-30.5% upside to fair value
Grade C
High Quality
QuantHub Verdict
DE has more upside to fair value
(+22.4%).
MS trades at a lower forward P/E
(16.4x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
DE |
MS |
| Current Price |
$578.39 |
$189.30 |
| Fair Value Estimate |
$708.19 |
$131.49 |
| Upside to Fair Value |
+22.4%
|
-30.5%
|
| Market Cap |
$156.2B |
$300.6B |
| Forward P/E |
32.5x
|
16.4x
|
| EV / EBITDA |
18.4x
|
24.4x
|
| Price / Sales |
3.4x
|
2.5x
|
| Price / FCF |
43.7x
|
-16.8x
|
| Revenue Growth YoY |
+16.3%
|
+18.8%
|
| Gross Margin |
35.6%
|
58.0%
|
| Operating Margin |
18.5%
|
19.5%
|
| Return on Equity |
18.9%
|
16.7%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
2.29%
|
—
|
| Analyst Consensus |
Buy
|
Hold
|
Investment Thesis
Deere & Company is a leading manufacturer of agricultural, construction, and forestry machinery, with a strong position in production and precision agriculture, small agriculture and turf, and construction and forestry segments. The company benefits from a durable competitive moat driven by its brand, intangible assets, and switching costs, supported by a CEO with deep institutional knowledge and…
Morgan Stanley is a leading global financial services firm operating in Institutional Securities, Wealth Management, and Investment Management. The company benefits from a durable competitive moat supported by its systemically important status, diversified revenue streams, and strong management with a 36-year veteran CEO. Despite solid fundamentals including 14.2% revenue growth in 2025 and 16.7%…
Accumulation Zones
| Metric |
DE |
MS |
| Zone Low |
$531.14 |
$98.62 |
| Zone High |
$601.96 |
$111.77 |
| In Buy Zone? |
Yes
|
No
|